Niraj Gupta
@niraj_GCI
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Portfolio Manager GCI Partners Carpe Diem
Manhattan, NY
Joined October 2009
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$APP The market appears to be giving investors a gift with the current mispricing in the shares. We regard $APP as one of the most mispriced stocks in the market. AppLovin continues to deliver an unusual combination of growth and profitability at a price that is roughly 1/2 the
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Following meetings with management, BofA published an excellent update on $APP today and materially increased '25/'26 revenue/EBITDA ests well above the street (EBITDA 12% & 24%, resp., above street), driven by upgrades to $APP's software segment. The analyst believes software
$APP The market appears to be giving investors a gift with the current mispricing in the shares. We regard $APP as one of the most mispriced stocks in the market. AppLovin continues to deliver an unusual combination of growth and profitability at a price that is roughly 1/2 the
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This truly should be required viewing - an inspirational, memorable speech by President Reagan. We need more Americans in this great country and we are losing that focus because of partisan politics on both sides of the aisle. I hope for our future’s sake we solve immigration.
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@ChrisBloomstran
What’s the obsession of dunking on one (female) fund manager. No one in this business is infallible. I find the repeated bashing by someone new (each day) tiring. How about some credit for being (really) early on Bitcoin and Tesla instead of referencing her latest price target?
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@ezraklein
the only that's surprising is that it has taken this long post the obvious reveal to the nation (debate night) to get to this point. Sad statement and troubling on so many levels regardless of your political affiliation.
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$HROW
New presentation includes material increase in 2027 revenue guidance. Prior presentation read:
“Aggregate revenue potential of $500 million.”
New presentation: “Aggregate revenue run-rate potential of $1 billion by 2027.”
Also IHEEZO, VEVYE, TRIESENCE to exceed $100 mil.
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@Gil_Brandt
No way Michigan offered Coach Cutcliffe. Please don't spread gossip. May have reached out to gauge interest. So what?
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Worth a read.
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@GreenhavenRoad
Agree 100%. Added 35 advertisers since the analyst day on 11/15. That's a pace in excess of 10/month. $APPS plans to ramp revenue per advertiser to $9 million a year. We are just getting started, but as these 50 ramp up, that's $450 million of revenue
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@TidefallCapital
Agreed, except that $GOOG beat is so extraordinary that it still trades around 20x 2021 GAAP EPS! It’s still inexpensive.
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@GreenhavenRoad
At a pace of 30 new SingleTap advertisers a quarter, we could be at 185 advertisers by FYE23 (mar), with a potential rev contribution at scale in excess of $1.6 billion. This ignores the licensing agreements with large publishers that appear to be close at hand.
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GCI Partners Opportunity Fund, LP Fourth Quarter 2020 Partner Letter
updates on $SMLR, $OPRX
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@Alpaca_Capital
@rubicon59
Yes. Those were one time performance units associated with the stock returning multiples of its then current value <$15. Stock comp is otherwise quite manageable compared with other tech companies.
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@glynnwashington
Each time I think he can't possibly embarass himself or our great country any more than he already has, he manages to defy the odds. Truly remarkable in the most unflattering way.
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@GreenhavenRoad
The market is so focused on current quarter revenue, EBITDA and EPS beats but can't bother to do some simple math and connect the dots on how big SingleTap can be within calendar 2023
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@Govikings69
David - I think FCF per share can materially exceed $5 and $6 respectively in 2024 and 2025, respectively, and that the stock could trade at 25x FCF.
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Agreed
We need more focus on tariffs and other trade restrictions which undermine competition raise prices and reduce resilience in products ranging from gas at the pump to baby formula and automobiles to new homes.
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@AltaFoxCapital
@thinkindecades
Sorry about Texas. Looking forward to the Huskies and Wolverines next week!
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@ecommerceshares
He's not exactly 40 years old any more. Also acknowledged he's not playing the way he used to.
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